The four workers

Who this page is for: anyone who wants to know what Refera actually does, mechanism by mechanism.

Refera is not a chatbot bolted to your inbox. It is a small set of focused workers, each with one administrative job, working the front door together. Each prepares the next step and hands it to a person. The motto over all four: Refera drafts, you decide.

Capture - brings connected referrals into one queue

• A dedicated referrals mailbox and a fax-to-email number. Secure upload is a planned channel and remains blocked until its source-document lifecycle is proven end to end.
• Secure messages too - a HealthLink HL7 v2 adapter, built; HealthLink is not connected and remains partner-gated until HealthLink’s written partner assessment, applicable technical profile and conformance process, interface-specific synthetic testing, and a reviewed reversible cutover are complete. Refera has no live SMD transport enabled and does not claim HealthLink conformance. Medical-Objects is the named next rail, not yet connected.
• The current record carries a verbatim source excerpt and attachment metadata. Original-file retention, authenticated retrieval and complete export remain a fail-closed readiness check.

Surface - reads the admin, quotes the rest

• Extracts the administrative fields and makes the text searchable.
• Urgency is only ever the referrer’s own words, quoted and attributed - for example, referrer wrote: “please see urgently”.
• Arrival-ordered, never ranked - attachments are noted, not interpreted.

The full discipline behind this is on Verbatim urgency.

Draft - prepares the next administrative step

• Drafts an acknowledgement to the referring practice, or a missing-information request.
• Lays out a ready-to-enter card for your EMR, field by field.
• Nothing sends without a person approving it, and every approval is sealed.

Why the approval step matters is on Draft-first.

Grow - counts what actually arrived

• Connected Practice analytics shows tenant-owned volumes, channels, closure timing and top identified referrers already represented in the queue.
• Relationship segments, never-referred gaps and the geographic map remain design-only designs until their governed tenant projections ship.
• Business intelligence about the practice, never clinical decisions about patients.

See Growth intelligence.

Every worker is administrative

Refera performs no clinical triage - it does not compute, infer, rank or flag clinical urgency, acuity, severity or diagnosis. It prepares an administrative draft; a person reviews, edits and approves; the practice sends under its own name.